Knowella

Expiry and Rotation Check

Checks that stock is being rotated correctly and that nothing is approaching or past its date. Run per zone on a schedule. Carried out by the area owner. Rotation failures show up as customer complaints weeks after the mistake.

KnowLogisticsChecklistLOG-018
Completed by
Carried out by the area owner
Raised
At the point in the process the check protects, every time

Summary

In short

  • An expiry and rotation check is a checklist used in KnowLogistics that checks that stock is being rotated correctly and that nothing is approaching or past its date. It is built against BRCGS Food Safety Issue 9 and forms part of the Inventory Accuracy programme.
  • Run per zone on a schedule. Carried out by the area owner.
  • The template holds 45 fields across 5 sections.
  • Scoring is rotation compliance, where high is good.
  • BRCGS Food Safety Issue 9 is bRCGS Global Standard for Food Safety. A GFSI recognised food safety certification scheme. Issue 9 is the current edition.
  • It connects to the rest of the library: links Stock Location Audit and Product Register.

What it is

What it is

What is an expiry and rotation check?

An expiry and rotation check is a checklist used in KnowLogistics that checks that stock is being rotated correctly and that nothing is approaching or past its date. It is built against BRCGS Food Safety Issue 9 and forms part of the Inventory Accuracy programme.

When is an expiry and rotation check completed?

An expiry and rotation check is completed at the point in the process the check protects, every time that process runs. Run per zone on a schedule.

When to use it

When to use it, and when not to

This checklist is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.

Use it for

  • The event or activity this checklist covers has occurred, or is about to
  • The workspace is being set up, or the register needs an entry added or retired
  • You are running the Inventory Accuracy programme and this is one of its steps
  • A linked record needs this one to exist: links stock location audit and product register

Not for

  • Cycle Count Record, which counts a defined slice of stock while operations continue, rather than shutting the site once a year.
  • Stock Count Variance Investigation, which investigates why a counted quantity did not match the system quantity, before anybody adjusts it.
  • Inventory Adjustment Authorisation, which authorises a change to a system stock figure, with the reason and the evidence behind it.
  • Anything outside KnowLogistics, which belongs in the workspace that owns that process

Standards

What it is built against

BRCGS Food Safety Issue 9BRCGS Global Standard for Food Safety

A GFSI recognised food safety certification scheme. Issue 9 is the current edition.

BRCGSBrand Reputation Compliance Global Standards

A family of GFSI recognised certification schemes covering food, packaging and storage and distribution.

BRCBRCGS Global Standard for Food Safety

The earlier name for BRCGS. Clause numbers refer to the food safety standard.

FAQ

Frequently asked questions

What is the expiry and rotation check template based on?+

It is built against BRCGS Food Safety Issue 9. BRCGS Food Safety Issue 9 is bRCGS Global Standard for Food Safety. A GFSI recognised food safety certification scheme. Issue 9 is the current edition. BRCGS is brand Reputation Compliance Global Standards. A family of GFSI recognised certification schemes covering food, packaging and storage and distribution.

What sections does the expiry and rotation check contain?+

There are 5 sections: header, rotation, dates, related records, outcome. Together they hold 45 fields, 35 of which are required.

How many expiry and rotation check records should we have?+

This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.

Which programme does the expiry and rotation check belong to?+

It is part of Inventory Accuracy. Adjustments investigated before they are posted, and location accuracy measured separately.

How is an expiry and rotation check scored?+

Scoring is rotation compliance. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.

Can the expiry and rotation check template be changed?+

Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.

The agents

What the agents do with it

The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.

KnowLogistics

Holds the expiry and rotation check library against your registers, routes each record to its owner, and keeps the evidence trail together.

Ella

Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.

This template lives in KnowLogisticssupply chain execution. Inbound, outbound, inventory, yard, claims, supplier lifecycle and customs.

Meet KnowLogistics

Sources

Sources

  • BRCGS Food Safety Issue 9 — BRCGS Global Standard for Food Safety
  • BRCGS — Brand Reputation Compliance Global Standards
  • BRC — BRCGS Global Standard for Food Safety

KnowLogistics

Also in Inventory

6Browse the whole library
Record

Cycle Count Record

Counts a defined slice of stock while operations continue, rather than shutting the site once a year. Run on a rolling schedule. Completed by the counter with an independent recount on variance. A blind count is the only count worth doing.

Record

Stock Count Variance Investigation

Investigates why a counted quantity did not match the system quantity, before anybody adjusts it. Raised on any variance above tolerance. Completed by the inventory controller. Adjusting without investigating turns a process problem into a monthly write off.

Record

Inventory Adjustment Authorisation

Authorises a change to a system stock figure, with the reason and the evidence behind it. Raised whenever stock is written on or off. Approved above the person requesting it. Unauthorised adjustment is the most common route for stock loss to be hidden.

Inspection

Stock Location Audit

Checks that what the system says is in a location is actually in that location, and nothing else is. Run per zone on a schedule. Carried out by the inventory controller. Location accuracy fails long before quantity accuracy does.

Record

Damaged Stock Record

Records stock damaged in storage or handling, how it happened and what was done with it. Raised when damage is found. Completed by the area owner. Damage written off without a cause is damage that repeats in the same aisle.

Record

Consignment Stock Reconciliation

Reconciles stock held on site but owned by somebody else, or held elsewhere but owned by you. Run monthly per arrangement. Completed by the inventory controller. Consignment is where two sets of books disagree quietly for a year.

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